Baseline
management is necessary for both the project and the product
baseline. Product baseline management is usually called configuration
management (CM). CM is one of the most important project control
disciplines. The major categories of CM disciplines are as follows:
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Configuration Identification |
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Functional,
Allocated, and Product Baselines |
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Interface
Controls |
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Configuration
Item Identification |
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Configuration Control |
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Change
Criteria and Classification |
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Deviations
and Waivers |
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Change
Proposals, Evaluations, and Control Board |
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Configuration
Status Accounting |
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Configuration Audits |
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Functional
and Physical Configuration Audits |
Managing Change:
A
project that will need to manage changes to the project scope
or the product description and design should have a configuration
management plan at the outset. This plan should document the
configuration related risks and outline plans and procedures
to control and manage those risks.
Configuration
management begins with establishing configuration baselines.
The statement of project requirements should be put under configuration
control. Then a configuration control system should be employed
to collect, evaluate, decide, and implement proposed changes
to the project scope or the product specifications and design.
Configuration baseline identification should be applied to functional,
allocated, and product baselines.
There
may be cases where project deficiencies will not meet specifications.
These cases may result in deviations or waivers to the specification
requirements.
Configuration
status accounting provides a documentary trail from the initial
project requirements specifications through all the design products
and changes that result in a finished project output.
At
project completion, the functional configuration audit confirms
the product meets the stated functional requirements. The physical
configuration audit confirms the documented design matches the
as-built physical configuration.
The
project manager should determine the level of scrutiny and approval
appropriate for requests to change the baseline requirements
or design. Technical changes should be reviewed for cost and
schedule impact and for ripple effects throughout the project.
Evaluation of change requests can adversely impact the project
budget and schedule, even if the changes are rejected.
Change
Control Board Process

In
some cases the effects of a change might not be obvious to parties
with a single functional view, and such change requests should
be circulated for functional approvals. If a higher level of
formality is needed, changes can be submitted to a cross-functional
group for review. Such a group could forward a recommendation
for approval or disapproval to the manager, sponsor, or customer
with signature authority for baseline changes.
Approved
changes must be incorporated into the project specifications
and design documentation. Impacts on the system architecture
should have already been evaluated by the time a change is approved,
and these impacts will need to be reflected in updated documentation
incorporating the change into the on-going work of the project.
Once
a new system is up and running, user problems may generate new
requests for system changes. These should be reviewed and evaluated
in the same way as changes during development. To bring order
to the process, small changes can be accumulated and implemented
in blocks
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